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AWM

Avior Wealth Management Portfolio holdings

AUM $3.53B
1-Year Est. Return 16.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$701M
AUM Growth
+$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,067
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.33M
3
+$4.01M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$2.22M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.67M

Top Sells

1
+$1.81M
2
+$1.7M
3
+$1.49M
4
DBAW icon
Xtrackers MSCI All World ex US Hedged Equity ETF
DBAW
+$1.35M
5
DEUS icon
Xtrackers Russell US Multifactor ETF
DEUS
+$1.31M

Sector Composition

1 Technology 8.91%
2 Financials 7.34%
3 Healthcare 5.74%
4 Industrials 5.51%
5 Consumer Discretionary 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$4K ﹤0.01%
134
777
$4K ﹤0.01%
100
778
$3K ﹤0.01%
26
779
$3K ﹤0.01%
100
780
$3K ﹤0.01%
90
781
$3K ﹤0.01%
71
782
$3K ﹤0.01%
186
-9,684
783
$3K ﹤0.01%
79
-4,530
784
$3K ﹤0.01%
21
785
$3K ﹤0.01%
200
786
$3K ﹤0.01%
200
787
$3K ﹤0.01%
135
788
$3K ﹤0.01%
+423
789
$3K ﹤0.01%
34
790
$3K ﹤0.01%
+36
791
$3K ﹤0.01%
190
792
$3K ﹤0.01%
300
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$3K ﹤0.01%
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100
795
$3K ﹤0.01%
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-448
796
$3K ﹤0.01%
100
797
$3K ﹤0.01%
92
798
$3K ﹤0.01%
+185
799
$3K ﹤0.01%
96
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800
$3K ﹤0.01%
70
30 31
32
33 34